Expert Financial Planner

4 weeks ago

Vancouver, British Columbia, Canada Vancouver City Savings Credit Union Full time

Vancouver City Savings Credit Union is a member-owned credit union built on the principles of inclusion and social justice. We have a relentless commitment to our values, challenging the status quo and breaking down barriers since day one in 1946. Our bold commitments include making us net-zero by 2040 across all mortgages and loans, pursuing strategies on Indigenous banking, and improving the financial resilience of our members.

We are the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. This permanent, full-time role will enjoy hybrid working arrangements, primarily from the Vancity head office location and your Lower Mainland based home office.

Job Description

This role is responsible for establishing business partner relationships with senior leaders of respective lines of business, providing financial reporting and analysis to enable informed decision-making. You will also establish and monitor key revenue and expense drivers, develop forecasting, planning, and analytical support through aggregate financial plans.

In addition, you will maintain an accurate and up-to-date view of business financial performance, providing analysis and advice to the enterprise on initiatives. Other responsibilities include acting as a concierge to broker other services from the Finance division to senior leaders, identifying needs and opportunities.

You will integrate risk management processes related to achieving our long and short-term financial goals, ensuring ongoing identification, monitoring, and assessment of risks of not achieving these goals.

Required Skills and Qualifications
  • Bachelor's degree in Commerce, Economics, or Business Administration from a recognized post-secondary institution (or equivalent)
  • Chartered Professional Accountant (Canada) designation or equivalent
  • Minimum 2 years of experience at a senior consultant level or higher (would be an asset)
  • Business acumen in the context of the financial industry (would be an asset)
  • Excellent communication and interpersonal skills to create clear understanding of expectations, address challenges, and issues for the business unit; and represent the unit across the organization
  • Knowledge of related finance concepts, practices, and techniques
  • Planning and coordination skills to develop operating plans, processes, methods, and standards for a unit and to coordinate delivery of programs and services
  • Research and analytical skills to assess and recommend course of action on trends, and identify risks and opportunities that may impact the unit

We offer attractive benefit packages that can be customized and changed each year to meet evolving needs. In addition to 10 statutory holidays in British Columbia, we provide three additional statutory holidays. Our health care and dental benefits offer three levels of coverage for you to select from. These benefits will be effective immediately based on your hire date.

We understand retirement means different things to different people and offer a Defined pension plan that pays a retirement income for life. Please note that all shortlisted candidates for this role will be required to complete a background check which includes employment verification, credit check, and a criminal record check. We are an inclusive and equitable employer actively seeking to advance racial equity, inclusion, and belonging across the organization.

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